Jdh Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Jdh Wealth Management, LLC
- $146 Billion
- Q4 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 23,995 shares of DFSD stock, worth $1.16 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
23,995
Previous 25,057
4.24%
Holding current value
$1.16 Million
Previous $1.21 Billion
4.72%
% of portfolio
0.79%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio